[Advisors] Can you turn off my client's email notifications?
We definitely appreciate the desire to keep things as simple as possible for clients while still being helpful! Select notifications can be turned off through your Emails & Notifications page:
Managing Emails Your Clients Receive
You can also customize the emails your clients receive by changing the interval settings or, if enabled by your Firm Manager, adding your own message. 👍
Your clients can choose whether they want to disable select emails through their own client portal!